COMPREHENSIVE PLANNING

The way that your wealth is structured can have a far greater impact on your overall returns than any single investment decision. Our services go beyond investment management into more complex aspects of advanced planning, including estate, tax, insurance, long term care, wills and education planning. We also will closely work with other professionals you trust to ensure that investment activities are seamlessly coordinated with all of your other planning issues. Insights into tangential issues are available to Ascension Capital Investor’s clients as they deal with issues that extend far beyond traditional investment matters.

The four key components of planning consist of:

Wealth Enhancement.  Ascension makes sure that you are getting the best possible returns given your risk tolerance. We also evaluate and minimize the effect of taxes surrounding your returns as well as understanding how your current assets are structured and the cash flow that is desired or needed.

Wealth Transfer.  Ascension plans your estate to continue your legacy, based on your wishes, while making the transfer of your assets to succeeding generations as smooth as possible while attempting to minimize or eliminate any estate taxes.

Asset Protection.  Ascension will evaluate and help structure your assets to shield them from any potential litigants.

Charitable Giving.  Ascension will help to maximize the effectiveness of your charitable contributions to allow you to give more than would have been possible otherwise.

Planning Services — Wealth Design Strategies
Ascension Capital Advisors, Inc. will provide a preliminary assessment of your situation that will include a list of concerns and observations regarding your situation. This assessment is a free service with no obligation after you have provided us with the requested information about your financial situation. Simply click here to get started.

Wealth Design Strategies 
Below we have included a sample of case studies to help you decide what type of planning will be best for your situation.

• Basic Planning
• Retirement Cash Management
• Concentrated Asset Position
• Stock Options
• Business Succession
• Charitable Intent
• Trust-Owned Life Insurance-Misconceptions

Wealth Management Solution
A Web-based wealth planning tool that offers an aggregated, comprehensive view of your financial portfolio, as well as features and functions that enable more complete planning and better servicing of your needs. The Advisor Platform offers:

• Comprehensive Planning Center
• Goal Planning Modules
• Alerts and Alarms (for better service)
• Daily Account Aggregation — comprehensive view of your portfolio
• Personalized Profile Grid — hierarchy of priorities
• Alliance Program — collaboration among other advisors
• Interactive Interface — enables simplified account management
• Customized Reporting — meeting your specialized needs
• Online Secure Storage Vault — keeps track of valuable documents
• Asset Allocation Modeling and Comparisons
• Private Communication Capabilities
• Personalized Financial Homepage
• Monte Carlo Simulation
• Rewards Management Tracking
• For a demo - Click Here